+66.6%
DVN vs EQT
+52.9%
+13.7%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +1.9% |
| 7D | +2.5% | -1.2% | +3.7% | +3.0% |
| 30D | +10.2% | +1.1% | +9.1% | +9.6% |
| 3M | +8.1% | +4.8% | +3.3% | +5.9% |
| 6M | +15.9% | -10.6% | +26.5% | +21.2% |
| YTD | +38.2% | +3.4% | +34.8% | +35.4% |
| 1Y | +44.5% | +8.7% | +35.8% | +38.0% |
| 3Y | +5.1% | +35.0% | -29.8% | -11.3% |
| 5Y | +124.3% | +204.2% | -79.9% | +30.8% |
| All | +66.6% | +52.9% | +13.7% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded EQT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling